Get Started
A few steps to unlock the full Lumara.
Activation
Activate Lumara so your money, goals, and insights work together.
Lumara setup
1 of 6 activated
You're almost ready to unlock personalized guidance.
17%
1Meet your Italy goal
CompleteSee the goal Lumara is tracking for you — $4,680 of $6,000, on pace for May 2026.
2See a decision in action
Next best stepWatch how one small choice — transit instead of driving — moves your Italy goal 30 days closer.
3Review your first insight
RecommendedSee what Lumara noticed about your spending, goals, or cash flow.
4Ask Lumara
RecommendedAsk Lumara what changed, what matters, and what to do next — with your current context already staged.
5Review subscriptions
OptionalFind recurring charges worth a second look — $103/month across 3 already reviewed.
6Connect accounts when you're ready
OptionalYou're exploring with sample data. Connect real accounts later — no credentials stored, handled by Plaid.
Need help setting up?
Ask Lumara to walk you through the next step in plain language.